See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,687 | $42,548+287.1% | $74,550+120.9% | $56,287+192.6% |
| Participation rate | 80.2% | 60.5%+19.7pp | 69.1%+11.1pp | 69.9%+10.3pp |
| Annual return | -5.34% | 12.40%-17.7pp | 32.53%-37.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,866 | $855+235.1% | $1,961+46.1% | $2,111+35.7% |
| Participant deferral / active EE | $3,476 | $2,277+52.7% | $3,108+11.9% | $3,350+3.8% |
| Admin fee / account holder | $11,393 | $467+2338.9% | $5,060+125.2% | $521+2087.1% |